Last Updated Jan 2026Ready to transform how your business runs projects? This course introduces Dynamics 365 Project Operations and AI-driven tools that help you stay ahead in fast-changing environments. From planning to payments, discover how to manage every phase with clarity, speed, and confidence—while boosting collaboration and profitability.
Duration - 12 Hours
Level - Intermediate
Style - Self paced
Course Type - Project Ready with Labs
Certification - No
Hands on Labs - Yes
Solution Areas - AI Business Process, ERP Transformation with AI
This module covers the end-to-end Project to Profit lifecycle, highlighting the benefits, key features, and deployment types of Project Operations. It includes project sales, project and resource management, time and expense tracking, proforma invoicing, and project accounting.
This module covers core project sales components, including price lists, project leads, opportunities, quotes, and project contracts. Together, these elements support a streamlined end-to-end project sales process.
This module covers key project execution tasks, including managing project stages, calendars, WBS planning, resource requests, and estimates. It also guides you on updating projects, tracking progress, and approving time and expenses.
This section focuses on resource management, covering bookings, booking statuses, administration, management modes, and methods for allocating resources. It also includes using recommendations, the schedule assistant, direct booking, and tracking overall resource utilization.
This module covers creating and submitting time and expense entries across deployment models, managing billing backlogs, and generating proforma and customer-facing invoices. It also includes setting invoice schedules on contract lines and improving profitability with the Time and Expense Agent.
This section explains financial dimensions, project categories, and accounting setups for internal and billable projects, along with defining cost and revenue profiles. It also covers integration journals and revenue recognition in Project Operations.
This module covers project management phases from initiation to analysis, along with the subcontracting process and its key concepts. It includes managing vendors, price lists, subcontractor resources, and handling header and line details for subcontract project team members.
This section highlights enabling Copilot to enhance project insights, including task planning, risk assessment, and status reporting. It also introduces the integrated chat experience for faster collaboration.
Take this assessment to validate your skills gathered from the self-paced online learning course completed in this course to mark your completion.
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No. of
Learners - 39
Audio Available in 10 Languages